Avi
@AviFelman
building the future of financial media @1000xpod / Former Portfolio Manager @ GoldenTree, BlockTower
1.2K Following 106.5K Followers
Filming at @TheTieIO out east conf….more good stuff coming soon for @1000xPod
What do the people want to hear about? Who should we interview?
Really fun new episode in the new format with @vnovakovski — the founder of Lighter:
Beyond just @Lighter_xyz, we talked about his life, path to success and the cast of characters he’s known who have gone on to change the world
Some may have heard he was closed by Ken Griffin personally when joining Citadel but most don’t know that Vlad also competed in the Informatics Olympiad with Facebook’s CTO @adamdangelo, did Physics Camp with two Anthropic cofounders & went to high school with @vladtenev
We talk about his past and also discuss the future of Lighter & @RobinhoodApp, token vs equity value capture for $LIT, will Lighter ever leave Ethereum, and more…
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I have never heard edge explained so clearly in my life to be honest.
Had the pleasure of sitting down with @gametheorizing on the @1000xPod to record some top tier content, where he articulated exactly how to identify opportunities in the markets.
"Someone always wants to de-risk an asset they hold. They'll give up edge to secure the bag. You're always exchanging risk for expected value. Understand that primitive and you find every trade."
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I appreciate the efforts here to improve tokens but in reality we are reinventing equity from first principles, continuing a long tradition of figuring out why things are the way they are
A better framework for evaluating tokens is here.
Token Revenue: A token's direct claim on protocol value — distributions, buybacks, and burns.
Token Emissions: The costs token holders subsidize — public (incentives, etc) and private (unlocks, etc).
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Jersey Mikes is the fastest growing fast food chain in the country, unironically this is an IPO to watch. Dominos stock was one of the best performing stocks of the 2010s and the decline of pizza leaves an opening for sandwhiches
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I still believe Robinhood to be the best expression of a crypto bounce — get the upside if BTC and DeFi do well but protected to downside because of the general growth in trading.
With that said, tokens are showing strength. Unfortunately, my days of trenching are behind I’m basically unc now. No clue if memecoin rally will sustain but now is probably a great time to accumulate anything with a real business model.
Saylor fears are calming, as I said on prior pod there’s no way for MSTR to be a full Luna style unwind, so whenever the entire timeline is panicking about that good time to take a look
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$HOOD with one of the best charts right now. If you're bullish on crypto it rallies hard, and even if crypto goes down other revenue streams are growing.
Very bullish
Actually phenomenal product news here. Excited to livestream even more than ever.
Maybe will take it to 3x a week
Today we're announcing Live Studio, a brand new livestreaming command center on X
X is where everything is happening now. So we're launching the best tools for pro streamers to go live, connect with their followers & manage their streams
Check it out on 𝕏.com in Creator Studio
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$HOOD with one of the best charts right now. If you're bullish on crypto it rallies hard, and even if crypto goes down other revenue streams are growing.
Very bullish
We are live! Markets are all over the place today. Liquidity is flush but we are up and down. Come join us and figure out where to hide in Q3
Who's coming for the market in Q3? Bull or bear from here?
@AviFelman and @jvb_xyz dig in LIVE today at 1pm ET on 𝕏 + @YouTube
🔴 LINK:
The of the best books I have ever read for trading are that aren't commonly recommended:
1. The Great Game by John Steele Gordon
2. Baruch My Own Story (thanks @lightcrypto)
3. The Devil Takes the Hindmost by Edward Chancellor
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If you fail to generate an understanding of Care Bears you may miss out on generational opportunity
I have broken through to the other side, reaching new, never before seen levels of time wasting
.@AviFelman went on @APompliano's show and explained the whole @1000xPod thesis:
The gap between CNBC and crypto influencers is massive. We're building the thing in the middle. Practitioners who've traded $1B+, talking markets twice a week.
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I’ve known both Sunny and Raj for over a decade now and I can say without a doubt they are some of the savviest investors I’ve met…
They get into every good deal with no public brand (so far) just because of the unparalleled hustle and value add.
Was happy to support their first fund and stoked to see them finally get recognition for all their hard work for my bags
Let’s go boys!!
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We're excited to finally share Vicus Ventures Fund 1 publicly: our debut $55M seed fund to back outlier founders at the earliest stages.
Founded by brothers Raj and Sunny Singh Sandhu, our ethos has been deeply rooted in family.
Fortune Article:
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There really is no expression of the trade, by its very nature it should collapse value instead of create it, the benefits go to consumers and businesses who end up paying less for everything because fees evaporate, the business of this business should be bad and boring
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You can do all 3 of these things and remain valid btw
1: trade an asset you dislike long term
2: have a long term thesis on something but short term views that differ (bounce here, but lower in a year)
3: change your mind given new information
Follow people for raw information and process/ framework. The rest can change, and you should focus on building your own models for the world
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Investing in stablecoins is so difficult, one of the technologies that I’m convinced is going to be massive and yet I struggle with the best expression of the trade
[ ZOOMER ]
DOZENS OF FINANCIAL FIRMS INCLUDING; VISA, STRIPE, MASTERCARD, BLACKROCK, AND COINBASE TO LAUNCH NEW STABLECOIN CALLED OUSD - WILL SHARE REVENUE AMONG PARTNERS: BBG
I talked about why I sold all my core Bitcoin in 2025 with Pomp, but basically it boils down to the fact that the regime is completely different now.
We are no longer in a world driven entirely by monetary policy, but real economic change and technologies that will radically reshape the future
The rise of wealth taxes and socialism will contribute to the growth of BTC over a longer time period, and I do think that Bitcoin is a great trading asset.
In fact, even now it shows signs of strength which could lead to a good trade.
The reality is that the world has changed radically and that Bitcoin has assumed a valuation that requires a lot of very specific fuel to keep going.
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I spoke with @AviFelman about:
- why he sold all of his bitcoin
- the AI trade
- memory stock boom
- financialization of everyday life
- current biotech positions
- defense tech
- rare earth minerals
- psychology of trading volatile markets
YouTube:
Spotify:
Apple:
TIMESTAMPS:
0:00 - Intro
1:03 - Why he sold all his bitcoin & crypto
6:52 - The Hyperliquid thesis & the broken social contract
20:01 - What would make him buy bitcoin again?
21:58 - Strategy + STRC & how to gain an edge in the markets
33:40 - What comes after the memory stock boom?
37:58 - Biotech, defense, & rare earth minerals
39:29 - Robostrategy, private markets & NAV premiums
44:08 - Why index fund returns may be lower going forward
55:40 - Contrarian investing & spotting a bubble
1:07:44 - Meme stocks, retail & future outlook
1:13:25 - The 1000x Podcast
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Socialists in power means the end of the trade… the only major thing I see in the horizon that can disrupt megatrend trades is Gavin and others getting into power
It's time for a national billionaires tax and a new social contract.
10% of Americans own two-thirds of the wealth. Wages have stagnated. The cost of living has skyrocketed.
The system is fundamentally broken.
The federal tax code, a corporate code, and an inheritance code were written for a different set of Americans.
It’s time for an economic reset.
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